WTB

Washington Trust Bank Portfolio holdings

AUM $1.36B
1-Year Est. Return 18.17%
This Quarter Est. Return
1 Year Est. Return
+18.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
-$695K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Top Buys

1
+$427K
2
+$318K
3
+$294K
4
VTRS icon
Viatris
VTRS
+$259K
5
NEE icon
NextEra Energy
NEE
+$237K

Top Sells

1
+$642K
2
+$448K
3
+$447K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$434K
5
META icon
Meta Platforms (Facebook)
META
+$291K

Sector Composition

1 Industrials 32.29%
2 Financials 11.15%
3 Healthcare 10%
4 Technology 8.18%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
+150
752
$2K ﹤0.01%
72
753
$2K ﹤0.01%
14
754
$2K ﹤0.01%
+22
755
$2K ﹤0.01%
+19
756
$2K ﹤0.01%
+62
757
$2K ﹤0.01%
+31
758
$2K ﹤0.01%
12
759
$2K ﹤0.01%
13
-12
760
$2K ﹤0.01%
37
761
$2K ﹤0.01%
6
762
$2K ﹤0.01%
136
763
$2K ﹤0.01%
+16
764
$2K ﹤0.01%
+31
765
$2K ﹤0.01%
+42
766
$2K ﹤0.01%
300
767
$2K ﹤0.01%
+70
768
$2K ﹤0.01%
+47
769
$2K ﹤0.01%
+10
770
$2K ﹤0.01%
52
771
$2K ﹤0.01%
+25
772
$2K ﹤0.01%
+24
773
$2K ﹤0.01%
+35
774
$2K ﹤0.01%
55
775
$2K ﹤0.01%
40
29 30
31
32 33